Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,063
Closed -$212K 342
2019
Q3
$212K Sell
2,063
-678
-25% -$69.7K 0.05% 324
2019
Q2
$322K Buy
2,741
+641
+31% +$75.3K 0.08% 265
2019
Q1
$346K Buy
2,100
+145
+7% +$23.9K 0.09% 267
2018
Q4
$310K Sell
1,955
-2,928
-60% -$464K 0.09% 259
2018
Q3
$1.12M Sell
4,883
-2,346
-32% -$537K 0.28% 78
2018
Q2
$1.76M Buy
7,229
+107
+2% +$26K 0.49% 39
2018
Q1
$1.59M Sell
7,122
-315
-4% -$70.3K 0.46% 41
2017
Q4
$1.74M Sell
7,437
-232
-3% -$54.3K 0.52% 39
2017
Q3
$1.9M Buy
7,669
+606
+9% +$150K 0.62% 32
2017
Q2
$1.26M Buy
+7,063
New +$1.26M 0.43% 56